Client Onboarding Automation
Scroll to exploreSystem 04
Client Onboarding Automation
New client signed? Before you finish your coffee — welcome email sent, Drive folder created, tracking sheet added, checklist doc ready, and your team pinged on Slack. Zero manual steps.
What it does
- 01Welcome email sent
- 02Drive folder created and tracking sheet added
- 03Checklist doc ready
- 04Your team pinged on Slack
How it runs
- GmailSTEP 01
- Google DriveSTEP 02
- Google DocsSTEP 03
- Google SheetsSTEP 04
- SlackSTEP 05
Your team is losing 20 hours a week to work that AI should be doing.
Let's find out exactly what to automate first.
Book a Free 30-Minute Automation Audit →No pitch. No pressure. Just a clear map of what to automate and what it's worth to your agency.